Creating and using a Contact Process is an excellent way to automate common follow-up activities, which will improve your ability to consistently com...
Creating a Sales Process in Infor CRM can help you close opportunities by ensuring important steps in the sales cycle aren't missed, and are carried o...
This demonstration will walk you through accessing and running reports in Infor CRM, as well as managing and adding Crystal Reports.
This workshop will walk you through the options available to you when setting up your Infor CRM Web dashboard.
A walk through of creating a new Opportunity in Infor CRM Web v8.3.
Join us for a demo that will review creating a ticket in Infor CRM Web v8.2, and the numerous options available.
The ability to quickly and accurately merge your Contacts and Accounts in Infor CRM (Saleslogix) v8.2 is a skill worth having, especially if you value...
This demonstration will walk you through creating and running mail merges Contacts and Leads in SalesLogix v8.
A demonstration of how to correctly use the SalesLogix v8 Duplicate Wizard and the benefits of doing so.
http://customerfx.com In this demonstration we show you some of the new features and enhancements the SalesLogix Version 8 Web Groups area.
http://customerfx.com This is a demonstration of the new SalesLogix Version 8 Web Filters area.
http://customerfx.com In this demonstration we show you some of the new List Management features of the Sage SalesLogix version 8 web client.
http://customerfx.com In this demonstration, we show you the new time zone features built into the Sage SalesLogix version 8 web client.
http://customerfx.com SalesLogix Version 8 Web Dashboards are now are written in HTML5 to make them more compatible with mobile devices that don't sup...
http://customerfx.com In this demonstration we show you the new ribbon style toolbar that is an option for your Sage SalesLogix version 8 LAN users.
This is a demonstration of a custom Sage SalesLogix plug-in that Customer FX created that enables you to link multiple contact to a single activity. ...
In this demonstration we will show you how to open multiple SalesLogix sessions at the same time.
http://customerfx.com - This is a demonstration of the SalesLogix Web Literature Request Management features.
http://customerfx.com - This is a demonstration of scheduling a Literature Request capabilities built into the Sage SalesLogix web client.
http://customerfx.com - This is a demonstration of the Web User Options Opportunity Defaults capabilities built into the Sage SalesLogix web client.